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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
801
Matrix Private Capital Group
New York
$133K +$6.99K +50 +6%
DWA
802
Dougherty Wealth Advisers
Minnesota
$129K -$4.05K -29 -3%
VDBMI
803
Van Den Berg Management I
Texas
$129K +$128K +913 New
MCA
804
Midwest Capital Advisors
Michigan
$129K +$559 +4 +0.4%
PWMG
805
Private Wealth Management Group
New Jersey
$124K +$53.1K +380 +76%
CI
806
CX Institutional
Indiana
$124K -$17.9K -128 -13%
CBT
807
CoreFirst Bank & Trust
Kansas
$122K – – –
OHWP
808
Oak Harbor Wealth Partners
North Carolina
$122K – – –
EWP
809
Elevation Wealth Partners
California
$119K -$22.9K -164 -16%
PK
810
Pflug Koory
Nebraska
$114K – – –
BFS
811
Bare Financial Services
Pennsylvania
$111K – – –
CFD
812
Creative Financial Designs
Indiana
$110K -$9.93K -71 -8%
HIW
813
Holos Integrated Wealth
Pennsylvania
$109K – – –
AA
814
Addison Advisors
Vermont
$105K – – –
BW
815
Basepoint Wealth
Iowa
$104K +$103K +736 New
TC
816
Trust Company
Kansas
$101K – – –
NRC
817
New Republic Capital
North Carolina
$98.7K +$2.94K +21 +3%
PAM
818
Parvin Asset Management
South Dakota
$97.5K +$96.6K +691 New
HAP
819
Harbor Asset Planning
Massachusetts
$97.2K +$419 +3 +0.4%
SC
820
Steph & Co
Wisconsin
$95.8K – – –
CPA
821
Cardiff Park Advisors
California
$95.5K +$419 +3 +0.4%
BFO
822
Biltmore Family Office
North Carolina
$94.9K +$38.7K +277 +70%
ST
823
Smithfield Trust
Pennsylvania
$94K +$8.39K +60 +10%
CIAS
824
Capital Investment Advisory Services
North Carolina
$93K – – –
GA
825
GoalVest Advisory
New York
$92.8K – – –
31 32
33
34 35